Save time, empower your teams and effectively upgrade your processes with access to this practical Planning Service Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Planning Service related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

 

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The Toolkit contains the following practical and powerful enablers with new and updated Planning Service specific requirements:

STEP 1: Get your bearings

Start with…

  • The latest quick edition of the Planning Service Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals…

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 719 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Planning Service improvements can be made.

Examples; 10 of the 719 standard requirements:

  1. Who are the key stakeholders?

  2. Is there a recommended audit plan for routine surveillance inspections of Planning Service’s gains?

  3. Are accountability and ownership for Planning Service clearly defined?

  4. What is a feasible sequencing of reform initiatives over time?

  5. How are the Planning Service’s objectives aligned to the group’s overall stakeholder strategy?

  6. What should be considered when identifying available resources, constraints, and deadlines?

  7. What tools were used to evaluate the potential solutions?

  8. Is Process Variation Displayed/Communicated?

  9. What evaluation strategy is needed and what needs to be done to assure its implementation and use?

  10. Where do ideas that reach policy makers and planners as proposals for Planning Service strengthening and reform actually originate?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Planning Service book in PDF containing 719 requirements, which criteria correspond to the criteria in…

Your Planning Service self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Planning Service Self-Assessment and Scorecard you will develop a clear picture of which Planning Service areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Planning Service Self-Assessment
    • Is secure: Ensures offline data protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:

 

STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Planning Service projects with the 62 implementation resources:

  • 62 step-by-step Planning Service Project Management Form Templates covering over 6000 Planning Service project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Procurement Management Plan: Is an industry recognized mechanized support tool(s) being used for Planning Service project scheduling & tracking?
  2. Team Operating Agreement: Must your team members rely on the expertise of other members to complete tasks?
  3. Human Resource Management Plan: Were sponsors and decision makers available when needed outside regularly scheduled meetings?
  4. Stakeholder Management Plan: Do Planning Service project teams & team members report on status / activities / progress?
  5. Project or Phase Close-Out: What advantages do the an individual interview have over a group meeting, and vice-versa?
  6. Risk Audit: Is the technology to be built new to your organization?
  7. Executing Process Group: What are crucial elements of successful Planning Service project plan execution?
  8. Procurement Audit: Are all initial purchase contracts made by the purchasing organization?
  9. Procurement Audit: Is the weighting set coherent, convincing and leaving little scope for arbitrary and random evaluation and ranking?
  10. Project Portfolio management: Do you use specialized software to manage your portfolio of Planning Service projects?

 
Step-by-step and complete Planning Service Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

  • 1.1 Planning Service project Charter
  • 1.2 Stakeholder Register
  • 1.3 Stakeholder Analysis Matrix

2.0 Planning Process Group:

  • 2.1 Planning Service project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Planning Service project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Planning Service project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Planning Service project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Planning Service project or Phase Close-Out
  • 5.4 Lessons Learned

 

Results

With this Three Step process you will have all the tools you need for any Planning Service project with this in-depth Planning Service Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Planning Service projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Planning Service and put process design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, ‘What are we really trying to accomplish here? And is there a different way to look at it?’

This Toolkit empowers people to do just that – whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc… – they are the people who rule the future. They are the person who asks the right questions to make Planning Service investments work better.

This Planning Service All-Inclusive Toolkit enables You to be that person:

 

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Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.

Categories: Documents